CRM and quoting software to enrich sales process & business growth
Catalystk provides free CRM and quoting software for all the SMB traders and manufacturers to maintain their entire business in a single software. The CRM is customer relationship management that helps to maintain all the customer's relationships effectively by way of good communication. The CRM quoting software should have all the details of the new lead generations, all the interactions made with the customers, that improve the sales and the upselling efforts which leads to profitability. A well-organized CRM should be with the integration of the sales features like a quotation, proforma invoice, invoice, etc through which potential customers can be followed for sales growth. Catalystk allows to generate free quotation in CRM and quoting software with free download. Multiple formats of quotations can be generated in Catalystk CRM and quoting software according to the company's flow. Catalystk free CRM and quoting software is also integrated with Lifetime free GST billing software, free CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence (AI), and 500+reports. It's fully free with all the options. Click the link to register for free.
Is CRM a software?
Yes, CRM ( Customer Relationship Management ) is software that helps to manage and maintain before the sales process like converting a fresh lead into valuable clients. Catalystk is CRM software that has many adorable features like, client conversation management, status management, with follow-up notification.
Free CRM and quoting software to generates quotations with grouping total, product images, header, and footer according to the company's flow.
Catalystk is a simple and free crm with quoting that is also suitable for all small businesses. It has unique features of quotation and crm software that generating quotations with enabling and disabling the option of with and without images in quotations. The total and the grouping total of the products can also be generated in the quotations. It has multiple printing view settings like with total view and without quotation, bottom total column. Free CRM and quoting software also includes sales, purchase, manufacturing, finance, AMC, and so on. This is an enterprise resource planning module that is interlinked with other modules that can also be customized based on needs. We have more than 500+ reports.
CRM and quoting software features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- SMS Quotation
- Quotation Follow-ups
- missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- Return Received
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Balance Sheet
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Sales Work Flow
- Manufacturing
- Bill of Materials
- MRP(Planning)
- Job Work / Job Order
- Work Order
- Manufacturing process
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Automated Sales Order, Invoice mailing system
- Reports
CRM and quoting software has a unique feature of automated lead generation through promotions that can be further converted for instant quotation generations with free download in excel with full details.
The crm and quote software helps all small business to generate the leads automatically. Leads is the CRM module, in which all the customer details can be stored. In CRM software with quoting, the auto-generated leads can be processed and followed through today followups module by selecting the followup date and time. The today followup module serves as a reminder module that enhances the entire business. The leads are selected in a single click to generate quotations instantly within minutes. It alerts you about the lead and quotation follow up and also intimates you about missed lead and quotation follow-ups through mobile apps. The existing quotations can also be revised as many times as needed with the negotiable price.